The Asset Consulting Group, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$106,500,000
Total clients
69
4% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$1,543,478
About
The Asset Consulting Group, Inc. provides advisory services to employer‑sponsored retirement plans and to individual clients, including both high‑net‑worth and non‑HNW households. Its offerings include ERISA plan consulting (investment menu design and monitoring, benchmarking, participant education), portfolio management for individuals, third‑party manager selection, and periodic reporting.
The firm’s investment work is principally advisory and consultative: its reported assets under management are largely non‑discretionary, and for retirement plans ACG commonly serves as a 3(21) co‑fiduciary that researches and recommends investment lineups while plan sponsors retain final decision authority. Investment analysis relies on fundamental research and forward‑looking capital‑markets assumptions, and the firm monitors fund performance, recommends replacements, and may recommend or hire third‑party money managers when appropriate.
Compared with many peers, ACG is notable for the combination of primarily non‑discretionary AUM and the presence of licensed insurance agents among its representatives (the brochure discloses insurance activity and potential commissions, accounting for roughly ten percent of advisors’ time). The firm also has an affiliated business that provides ESOP education and may receive finder’s fees, a relationship the brochure discloses as a potential source of additional revenue and conflict of interest.
Client services
Occupation focus
Fee options
$0+: 0.15% to 0.85% annually (retirement plan advisory fees, negotiable) $0+: 0.10% to 1.0% annually (ACG fee for third-party asset management, in addition to third-party manager fees)
$150 to $350 per hour for consulting services
Minimum fee: Initial setup fee of $375 to $750, paid at contract signing Fee-only: Hourly fees range from $150 to $350 per hour for consulting services
Main office location
The Asset Consulting Group, Inc
410 S Orchard Suite 112
Boise ID 83705, United States
Number of offices
1
Most active in
Idaho
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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